Diversified.

•	Respond to inquiries from customers, and research/resolve outstanding credit issues 
•	Responsible for multiple major customer relationships
•	Notify customers of delinquent accounts and attempt to secure payment
•	Interpret and resolve A/R problems with customers
•	Make collection calls to customers, primarily based on customer’s invoicing and documentation requirements
•	Research invoicing discrepancies and make any necessary corrections
•	Respond timely to requests and questions from other Departments including Sales and Billing 
•	Reconcile customer accounts and receivable balances 
•	Engage management and/or sales when required or appropriate to expedite resolution of customer issues and/or outstanding receivables.
•	Document all collection activity in the ERP system, including follow up dates.
•	Understand issues and problem accounts impacting the portfolio and communicate systemic or recurring items to avoid further delinquency.
•	Process payments from delinquent customers 
•	Perform other job-related duties as assigned

Senior Credit Collections Analyst

MediaKind

Monitoring accounts to identify overdue payments
Finding and contacting debtors to arrange debt payoffs
Keeping accurate records and reporting on collection activity
Investigate historical data for each debt or bill
Take actions to encourage timely debt payments
Process payments and refunds
Resolve billing and customer credit issues
Update account status records and collection efforts
Report on accounts receivable status
Capacity to work independently and lead others
Ability to analyze key business drivers, then translate the findings into insights and actions, and their implications in the overall business
Analyze monthly reports and identify areas of opportunity
Desire to work on topics that touch various functions within the company

Finance-Accounts Receivable/Credit Collections Specialist

ThyssenKrupp Elevator Americas

Responsible for maintaining a portfolio of Maintenance Accounts Receivable accounts through timely collection and proper application of unapplied cash/credits so that receivables are accurately stated and collected in a timely, efficient and cost effective manner. Responsible for meeting/exceeding the Regional DSO and Working Capital goals as determined by Management.  Partner with the company’s branches in pursuing collection of accounts receivable. Make regularly scheduled collection calls when accounts become delinquent (invoices age beyond 30 days). Work to resolve any and all disputes, gather project status updates and gather any missing paperwork, missing contact information, etc. in effort to collect or resolve the balances on account. Make calls on all delinquent accounts every month. Organized and efficient to make sure no delinquent accounts are missed. Responsible for issuing credit memos/rebills to clear disputes, unapplied cash, deductions, etc. in a timely manner. Responsibility includes all of the documentation required to clear these items. Required to keep notes on all collection calls in Oracle so that a history is maintained for all accounts regarding collection efforts. Must be clear and concise so that anyone reading them can easily understand the issues holding up payment and plans to get paid. Communication with Branch/District/Regional personnel must be efficient and effective. When all avenues to collect the balance have been exhausted, will make recommendations for Third Party Collections/Legal action. In addition, prepare the required Credit/Bad Debt write off forms with the appropriate support documentation (as determined by the Region) route to the appropriate parties for signature.  Coordinate conference calls with District/Branch personnel to discuss portfolio performance and action plans for resolving delinquent accounts. Responsible for placing accounts on credit hold and releasing holds in accordance with Region policy.

Accounts Receivable Specialist

AmerisourceBergen

	Responsible for supporting and researching customer credit history required for credit decisions; responsible for                      
maintaining all credit files for assigned locations.
	Heavy research, investigation, reconciliation, and analysis of open AR to determine root cause of past dues. 
	Manage the month end close process, including reconciling internal reporting to GL and TB and booking inventory accruals. 
	Monthly ATB reconciliation for assigned client’s customers. 
	Managing product return credits for clients and ensuing credit is issued according to client specific policies. 
	Perform all write offs & journal entries.
	Process client requests. 
	Managing product return credits for clients and ensuing credit is issued according to client specific policies. 
	Proactively review and analyze open AR & Credit Limits. 
	Conduct monthly meeting with Account Analysts and update the AR Manager and AR lead team a week before close on portfolio’s progress. 
	Lead client AR calls with Account Analysts. 
	Monitor CCRs that impact the client account.
	Effectively manage and meet multiple deadlines in a fast paced environment. 
	Develop professional relationship with internal and external clients to ensure open communication and feedback. 
	Ensure AR is managed according to ICS AR policies and procedures. 
	Assist with training the team on new policies and procedures impacting AR. 
	Performs related duties as assigned.
	Proven record of DSO reduction. 
	Ability to work in a team environment and across functions and businesses to resolve open AR issue, update training materials, train and coach associates. 
	Strong time management, organization skills, initiative, professional demeanor and positive attitude.
	Attention to detail, quick study, self-motivated, proactive, and the ability to work independently with a high degree of initiative.

Financial Analyst

the DFW area

Credit approvals, accounts receivable, cash application, collections of delinquent accounts.

Looking for a new opportunity as a Finance and Credit/Collections Professional

Fujitsu America, Inc.

Responsible for investigating and verifying financial status and reputation of prospective customers applying for credit, preparing documents to substantiate findings, and recommending rejection or approval of applicants.  
Establish credit limitations on customer accounts.  
Portfolio fluctuates between $5M and $22M.
Provide analysis for Bad Debt Provision for the entire company monthly.
Audit delinquent accounts insuring that all possible measures have been taken to collect past due balances. 
Monthly Cash forecast, updating cash daily, maintaining DSO under 59 days, reporting accounts that are $100K plus weekly to Sr. Management.  Over 60 is kept at 2% of receivable.
Oversee all aspects of the largest account at Fujitsu; Kroger and Affiliates.
Key Contributions:
Responsible for training team members, as our jobs were outsourced to India. 
Worked on projects and reconciling major accounts, by reducing any past due amounts over 60 days.

Senior Credit Analyst

Assign analyst responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, preparing documents to substantiate findings with recommendation of rejecting or approval of applications. 
Business Unit portfolio in excess of $30 Million.
Establish credit limitations on customer accounts.  
Provide analysis for Bad Debt Provision, Bankruptcy. 
Reconciliation of General Ledger Accounts, and status of Major Accounts monthly. 
Assign responsibility for investigation of fraud cases and possible legal action.
Collection reports to ascertain status of collections and balances outstanding, to evaluate effectiveness of current collection policies and procedures.
Audit delinquent accounts considered to be uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account.
Coordinate with others, including personnel in company branches and credit card companies in exchange for information and update controls. 
Submit delinquent accounts to attorney or outside agency for collection.
Monthly Cash forecast, updating cash weekly, maintaining DSO under 59 days, support billing group and maintaining over 90 days receivable to less than 1%.
Key Contributions:
Supported a significant increase in productivity levels by streamlining accounting processes.
Prepared and delivered to management, under extremely quick turnaround timelines, accurate monthly, quarterly, and annual collection and cash receivable reports.

Credit Manager Managed Services

Managed customer finance administration group in order to achieve accurate and timely customer invoicing on a monthly, quarterly, and annual basis. Group revenue portfolio in excess of $31 Million.
Responsible for month end reports that include amortization, accruals, variance analysis,                                         contract analysis, tax reporting, month end totals, auditing and inventory management.
Maintained invoicing for various types of customer service revenue accounts.
Established team goals, train team members and lead team towards successful completion of customer service and finance department goals.
Lead team towards establishing and implementing new processes and procedures to enhance department productivity.
Developed cohesiveness among team members; encourage and maintain team morale.
Established and maintained successful relationships with Credit and Collections departments as well as field management and customers.
Served as customer finance representative in dealing with customer issues and concerns.
Created, proposed and documented formal enhancements to current system.
Key Contributions:
Improved processes for creating customer invoices, which reduced overall timeframe for receiving payments. 
Excelled within a fast-paced environment, continually taking on increased levels of responsibility.

Customer Service Finance Billing Lead

Managed and collected outstanding cash balances on customer's accounts in order to achieve projected cash forecast.
Interfaced with all departments to ensure accurate customer billing and resolution of issues.
Prepared monthly reports and forecasts analyzing high dollar accounts and follow up actions.
Managed an average of 200 accounts in excess of six million dollars.
Consistently achieved and exceeded cash forecast.

Credit Analyst

Finance-Accounts Receivable/Credit Collections Specialist at MediaKind

Highly organized and detail-focused Accounts Receivable Specialist with the ability to exceed goals.   Experienced in all aspects of accounts receivable including charge backs, credits, reconciling accounts, collections, resolution management, dispute resolution, and auditing of accounts ensuring accuracy and completeness of data.  Proven ability to identify and implement improvements to streamline processes, increase efficiency and productivity.  A self-starter, with the capability to learn proprietary systems/computer applications, quickly and easily.

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